DIVE BLOG
Insights from the world of private equity, strategic consulting, and business intelligence.
How we did it: Critical VoC Provider
An investment principal at a PE fund came to us with a critical need for Voice of Customer research on a target they had an LOI on in the staffing and recruiting industry. Expecting to get full exclusivity on the target in the next two weeks, they were urgently seeking someone who would quickly be […]
REDIRECTED Why third party expertise is vital for merger integrations
At a time when private equity (PE) deals are soaring, merger integration (MI) has become a top priority for PE funds and their portfolio companies. Considering the huge number of moving parts in any merger, acquisition, or add-on transformation process, it’s vital for funds to make the experience as streamlined and comprehensive as possible. Increasingly, PE funds […]
How we did it: Immediate strategy session facilitator
A PE fund principal came to us with an immediate need for a strategy session facilitator for their software portfolio company. Having recently acquired the business, the fund wanted to quickly get the portco into strategy sessions so that they could start defining long-term goals. Needing structure for these sessions, they were looking for a […]
How we did it: Immediate CDD advisor with software experience to assess potential target for PE VP
A PE fund vice president came to us with a critical need for a commercial due diligence provider that could complete a proactive market study for an asset that they expected to come to market in the next month. With their go-to providers at capacity, no access to the company’s information, and a desire to […]
REDIRECTED Merger Integration Elements of Success
Every year, the private equity industry focuses a tremendous amount of energy on add-ons as a core expansion strategy to build bigger, better, and more valuable companies. We saw a particularly strong amount of activity last year during the pandemic as competing businesses saw more value being more together than apart. This trend has continued into 2021, […]
Common Mistakes to Avoid When Preparing A Company for Sale
After a nearly 20-year career in private equity, I’ve learned to appreciate that it takes just as much work to effectively sell a company as it does to excellently buy a company. It’s also easy to slip up or not pay enough attention to vital steps that could profoundly change the final price upon sale. […]
Top 8 Best Practices for Preparing for a Value Maximizing Sale
In today’s competitive markets, private equity companies and their partners are being forced to pay record-high prices for investments in companies. To generate attractive returns, the private equity companies and their managers must create substantial value after closing. One effective way to create value is by running a highly prepared, efficient, and focused sales process. […]
REDIRECTED Bolster your network with specialized due diligence experts
One of the most challenging things about running a business, particularly in an ever-changing economic environment, is quickly finding the right-fit resources to effectively provide high-value solutions. If you’re an upmarket fund, it’s easier to tap into big groups and their A-teams because budgets allow for this spend. But if you’re sitting squarely in the […]
FEATURED POSTS
Interim CEO Job Description: Skills, Services
Interim CEO services are highly coveted in transitionary economies, such as those experienced during the 2008 housing crisis, the COVID-19 recession and the 2023 bank failures. What works for a chief executive officer under normal circumstances doesn’t cut it when times are especially tough. That’s why private equity firms, their portcos, and private and public […]
Fractional CFOs: What They Do, Why You Might Need an Interim CFO Instead
The chief financial officer is crucial role. But not all businesses can afford – or are ready – for one. One alternative to committing to a full-time (and expensive) C-suite financial executive is a fractional CFO. “The biggest role of a fractional CFO is going to be high-level overview. The business is typically not going […]
Temporary CFO Assignments: Hire the Right Interim
Identifying an interim chief financial officer can be tedious, if not expensive. Companies that don’t know what they’re looking for when they begin their search could spend large sums of money on headhunters and recruiting firms. They can also lose valuable time interviewing unqualified candidates. When hiring an interim CFO instead of a permanent replacement, […]
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